The Custom Action action allows you to configure HTTPS API requests to, send Account or People data to a partner, or trigger an event in the partner’s system. It works with out-of-the-box integrations for Marketo, HubSpot, and Salesforce, as well as with Custom Integrations.
Prerequisites
- You must have Admin privileges or be assigned to a permission set that provides access to Take Action.
- You must create a Custom Action.
Steps
- In Demandbase One for Marketing, choose one or more accounts or people (for example, from Analytics > People or Database > Accounts), and click Take Action.
- In the right Take Action menu, go to the Partner tab, and select the Custom Action you created. For example, Slack New Leads Alerts.
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(Optional) If you toggled on Enable Pushing Lists for the Custom Action, select a static Demandbase list from the drop-down to push records to.
Tip: To see the list, click Go to List. - Click Confirm.